Whetstone Capital Advisors, LLC employs a value-oriented, research intensive investment process centered on identifying businesses with discernible competitive advantages in industries benefiting from secular growth. We typically focus our research efforts within specific circles of competence including software, payments, internet technology and media. Our long portfolio tends to be concentrated in 15-20 high conviction ideas. Our short portfolio tends to be more diversified and includes hedges for our long positions and thesis-driven shorts which are typically struggling business in declining industries.
